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Conform User Guide

Change someone's access or remove them

On the Team tab of Settings → Users & Roles:

Change roles

Choose Edit access on the member, tick or untick roles, and save. You can only give roles whose permissions you hold, and you can't change your own.

Disable

Disabling stops someone signing in to this tenancy without removing them. Enable them again at any time.

Remove

Remove takes someone out of the tenancy: they're disabled and lose all their roles and workflow roles. Their history stays, so records still show who did what. If they're invited again later, they come back as the same member.

Who can't be removed

  • The owner: transfer ownership first.

  • The person who pays for the subscription the tenancy is on.